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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Goutam who wrote (113684)	6/1/2000 12:44:00 PM
From: Goutam	Read Replies (1) \| Respond to of 1573970

To:All - AMD Q2 fy:2000 EPS Contest I'm ready to take your estimates for the Q2-20000 EPS contest. I'd like to apologize to the thread members for not starting it a little bit earlier as I promised. I'm in the process of adding more features to the epscontest site, and the contest web page will be up within the next few days. Please check the time penalty stuff included at the bottom of this post. AMD Q2-2000 EPS Contest ===================== JC, AMDZONE, YAHOO, Motley Fool, Raging Bull and other AMD Message board posters are welcome to join. The next five or six days, I'll monitor the boards listed above for the contest entries. After that, posters from the message boards other than SI have to provide me the contest estimates using the forms that I'm going to provide at epscontest site. The contest will be closed at the end of July 5 (PST). Contest Items ============= To enter into the contest, please supply your guestimates (in USD $ wherever applicable) for one or more of the following: 1) Earnings for Share(EPS) 2) Athlons (all flavors of Athlon core) Shipped and Average Selling Price(ASP) 3) K6-X shipped and ASP 4) CPG revenues 5) Memory Group Revenues 6) Total Revenues 7) AMD stock closing price on the day after the earnings announcement. ( Please let me know before 10PM (PST) today, if you would like to make any suggestions of changes pertained to the above list or the contest) _______________________________________________________________________ Some useful AMD Financial Info: =============================== Q1-1999 Q4-1999 ============== ============ Computation Group Sales<C{pG)_: $644M, 59% $577M, 60% ____ +11.6% Memory group Sales ___________: $327M, 30% $275M, 29% ____ +18.9% Communication group Sales ____: $109M, 9% $94M, 9% ______ +16% Other Sales __________________: $20M, 2% $23M,2% _______ -13% Net Sales -___________________: $1,092M $969M _________ +12.7% CG&A, R&D, & interest Expenses: ~$911M ~$903M ________ +1% Cash and Cash equivalents ___: $919M $597M _________ +54% Inventory ____________________: $205M $198M _________ +3.5% o Average EPS Estimate (from Yahoo 5/31) - +$1.07 Other Message boards participation - ================================== Posters from the Message Boards listed above - Post on your respective message boards - use "SI AMD Contest" as the thread name or as the post's title or the Subject. Winners Selection ================= I'll provide more details at epscontest site within the next few days. Time Penalty ============ Posters providing estimates on or after June 22'nd will be assessed non-linearly increasing time (days)penalty (based on the half life formula as suggested by Chris Coleman - AMDZone) when determining the overall winners. Best regards, Goutama

To: Goutam who wrote (113684)	6/1/2000 5:24:00 PM
From: Charles R	Respond to of 1573970

Goutama, <If somehow, AMD can manage to release Thunderbirds at and above 1GHz, say at 1, 1.1 and 1.2 GHz speeds, Thunderbirds can be branded as GHz processors. It would be like AMD creating it's own segmentation - GHz and above. Any lower than 1GHz Thunderbirds, they should sell them as Duron+ and position them against PIIIs. IMHO, GHz will have more pull than plain MHz. > This is what I expect AMD to do next week. Use 1G and above to pitch in the business space and leave the remaining chips to duke it out in the consumer space. Chuck

To: Goutam who wrote (113684)	6/1/2000 5:39:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1573970

Goutama, RE:"If somehow, AMD can manage to release Thunderbirds at and above 1GHz, say at 1, 1.1 and 1.2 GHz speeds, Thunderbirds can be branded as GHz processors. It would be like AMD creating it's own segmentation - GHz and above. Any lower than 1GHz Thunderbirds, they should sell them as Duron+ and position them against PIIIs. IMHO, GHz will have more pull than plain MHz." IMHO, AMD should market gigahertz chips as 1000 Mhz, 1100 Mhz etc. A lot of people don't know what a Gigahertz is and the bigger the numbers the better. Jim